Sam joined the investment industry as a Wealth Advisor after graduating from the University of Alberta in 2023 with a Bachelor of Commerce degree with a major in finance. He continues to develop and expand his investment expertise through advanced education and consultation.
Sam is committed to service excellence and partnership with Mark and the whole team to offer our clients highly customized advice. His role is to collaborate and support our team offering in wealth and portfolio management through our partners in estate, tax, and financial planning.
Outside of his role as a Wealth Advisor, Sam enjoys being creative through art and music. He is an avid concertgoer, and revels in traveling and new experiences. As well, he enjoys living an active lifestyle by playing various sports and a regular routine of exercise and weightlifting. Most importantly, Sam likes to spend quality time with his family and friends.